Heartwood Wealth Advisors’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

Heartwood Wealth Advisors’s Portfolio BSCP Stock Details BSCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,098	Closed	-$105K	–	257
2025 Q3	$105K	Buy	+5,098	New	+$106K	0.01%	250
2024 Q3	–	Sell	-374,573	Closed	-$7.66M	–	176
2024 Q2	$7.66M	Buy	374,573 +5,692	+2%	+$116K	0.92%	27
2024 Q1	$7.54M	Buy	368,881 +26,595	+8%	+$544K	0.93%	27
2023 Q4	$7M	Buy	+342,286	New	+$6.93M	0.93%	25
2022 Q2	–	Sell	-161,102	Closed	-$3.37M	–	117
2022 Q1	$3.37M	Buy	+161,102	New	+$3.44M	0.5%	30
2020 Q3	–	Sell	-24,000	Closed	-$24K	–	78
2020 Q2	$24K	Buy	+24,000	New	+$521K	﹤0.01%	74

Other funds holding BSCP

RSC

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Heartwood Wealth Advisors's BSCP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q4 2025, closing a stake of 5,098 shares — an estimated $105K sold.

Heartwood Wealth Advisors first reported a position in BSCP in Q2 2020 and held it in 6 quarters. The position peaked at $7.66M in Q2 2024. 2 funds tracked by Wall St. Rank hold BSCP as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 5,098 Invesco BulletShares 2025 Corporate Bond ETF shares in Q4 2025, an estimated $105K.
Heartwood Wealth Advisors first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q2 2020 and held it in 6 quarters.
Heartwood Wealth Advisors's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $7.66M in Q2 2024.
2 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.